2023 Form 5500 filing — Kaerek Homes, Inc. 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011135413NAL0022879425001) for Kaerek Homes, Inc. 401(K) Plan, reported by Kaerek Homes, Inc. under EIN 04-3612403 and plan number 001. It reports 35 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1MReported net assets$1,010,603
Participants35
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011135413NAL0022879425001
Plan sponsor
Kaerek Homes, Inc.
EIN
04-3612403
Plan number
001
Location
West Allis, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1M total assets
Net assets$1MLiabilities$0
Money in vs. money out
Total income / additions$344.2K
Total expenses$1.6K
Benefits paid / distributions$1.3K
Contributions
Employer$56.6K
Participant$165.8K
Full reported line items
Total assets (EOY)
$1,010,603
Total liabilities (EOY)
$0
Net assets (EOY)
$1,010,603
Employer contributions
$56,582
Participant contributions
$165,763
Total income / additions
$344,233
Benefits paid
$1,320
Administrative expenses
$309
Total expenses
$1,629
Net increase / (decrease)
$342,604

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011135413NAL0022879425001 cover?
It is the 2023 Form 5500 filing for Kaerek Homes, Inc. 401(K) Plan, reported by Kaerek Homes, Inc. (EIN 04-3612403).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages